Creative Planning
OBK icon

Creative Planning’s Origin Bancorp OBK Stock Holding History

Creative Planning’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.24M Buy
102,509
+13,307
+15% +$626K ﹤0.01% 1373
2026
Q1 		$3.7M Buy
89,202
+18,166
+26% +$756K ﹤0.01% 1418
2025
Q4 		$2.67M Buy
71,036
+8,788
+14% +$315K ﹤0.01% 1470
2025
Q3 		$2.15M Buy
62,248
+2,364
+4% +$87.5K ﹤0.01% 1488
2025
Q2 		$2.14M Buy
59,884
+8,941
+18% +$296K ﹤0.01% 1255
2025
Q1 		$1.77M Buy
50,943
+14,263
+39% +$525K ﹤0.01% 1266
2024
Q4 		$1.22M Buy
36,680
+5,190
+16% +$174K ﹤0.01% 1489
2024
Q3 		$1.01M Buy
31,490
+3,444
+12% +$112K ﹤0.01% 1498
2024
Q2 		$890K Buy
28,046
+3,575
+15% +$109K ﹤0.01% 1494
2024
Q1 		$764K Buy
24,471
+4,228
+21% +$131K ﹤0.01% 1537
2023
Q4 		$720K Buy
20,243
+5,175
+34% +$164K ﹤0.01% 1451
2023
Q3 		$435K Buy
15,068
+5,156
+52% +$158K ﹤0.01% 1653
2023
Q2 		$290K Buy
9,912
+489
+5% +$14.6K ﹤0.01% 1935
2023
Q1 		$303K Buy
9,423
+1,446
+18% +$53.1K ﹤0.01% 1813
2022
Q4 		$293K Buy
+7,977
New +$317K ﹤0.01% 1743

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's OBK Position: Q2 2026 in Review

Creative Planning increased its Origin Bancorp (OBK) stake by 15% in Q2 2026, buying an estimated $626K and bringing the position to 102,509 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Creative Planning first reported a position in OBK in Q4 2022 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Creative Planning held 102,509 shares of Origin Bancorp worth $5.24M as of Q2 2026.
  • Creative Planning bought 13,307 Origin Bancorp shares in Q2 2026, an estimated $626K.
  • Origin Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1373 holding.
  • Creative Planning first reported a position in Origin Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.